Fidelity has 300 funds with different managers. As a company, they've lightened up on technology as technology has gone up, but there are a few exceptions.

It's really paid off to have active managers like Bob Stansky during the first six months of the year. Fidelity managers really took advantage of the market correction in April and May to add to their tech positions.

Fidelity has been slightly more conservative over the past couple of months.

They've made so much money in technology, they're taking some money off the table.

The market is telling Fidelity it has to pay more.

Fidelity has an above average number of talented managers, ... They're the best in the business.